Larson Financial Group LLC Portfolio Holdings

Larson Financial Group LLC

  • $2.44 Billion
  • Q2 2025

Larson Financial Group LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.44 Billion distributed in 3333 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $118M, Nvidia Corp with a value of $95.3M, Vanguard Index Fds S&P 500 ETF with a value of $91.6M, Apple Inc. with a value of $77.2M, and Vanguard Mid Cap ETF with a value of $71.2M.

Examining the 13F form we can see an increase of $318M in the current position value, from $2.12B to 2.44B. Also it can be appreciated an additional of 468 stocks purchases and 3 closed positions.

Below you can find more details about Larson Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.44 Billion
ETFs: $1.43 Billion
Technology: $363 Million
Financial Services: $133 Million
Consumer Cyclical: $117 Million
Industrials: $83.2 Million
Healthcare: $82.8 Million
Communication Services: $59.3 Million
Consumer Defensive: $46.2 Million
Other: $102 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$118 Million 4.85% of portfolio
1,627,089
Q2 2025 Added 246.46%
$443B
$95.3 Million 3.91% of portfolio
603,287
Q2 2025 Added 1.05%
$0
$91.6 Million 3.76% of portfolio
161,294
Q2 2025 Reduced 44.38%
$3.76T
$77.2 Million 3.16% of portfolio
376,225
Q2 2025 Added 15.51%
$0
$71.2 Million 2.92% of portfolio
254,419
Q2 2025 Reduced 16.8%
$0
$56.4 Million 2.31% of portfolio
516,628
Q2 2025 Added 165.33%
$0
$53.8 Million 2.21% of portfolio
97,616
Q2 2025 Reduced 17.21%
$0
$53.4 Million 2.19% of portfolio
638,089
Q2 2025 Added 184.93%
$2.32T
$47.4 Million 1.94% of portfolio
216,264
Q2 2025 Added 17.1%
$3.8T
$36.1 Million 1.48% of portfolio
72,616
Q2 2025 Added 17.01%
$0
$27.3 Million 1.12% of portfolio
430,010
Q2 2025 Reduced 43.59%
$0
$27.3 Million 1.12% of portfolio
502,712
Q2 2025 Added 1,603.47%
$0
$25.7 Million 1.05% of portfolio
607,164
Q2 2025 Added 50.12%
$0
$23 Million 0.94% of portfolio
532,582
Q2 2025 Added 1,351.61%
$0
$22.2 Million 0.91% of portfolio
447,896
Q2 2025 Reduced 43.92%
$146B
$22.2 Million 0.91% of portfolio
80,642
Q2 2025 Added 11.45%
$0
$21.3 Million 0.87% of portfolio
466,096
Q2 2025 Added 43.73%
$0
$20.8 Million 0.85% of portfolio
303,156
Q2 2025 Reduced 19.92%
$644B
$19.9 Million 0.82% of portfolio
41,006
Q2 2025 Added 14.9%
$0
$20.1 Million 0.82% of portfolio
240,785
Q2 2025 Reduced 49.11%
$337B
$19.4 Million 0.8% of portfolio
142,478
Q2 2025 Reduced 0.32%
$0
$18.9 Million 0.77% of portfolio
380,476
Q2 2025 Added 240.38%
$0
$18.2 Million 0.75% of portfolio
29,447
Q2 2025 Added 14.8%
$0
$16.9 Million 0.69% of portfolio
487,771
Q2 2025 Reduced 13.14%
$0
$16.6 Million 0.68% of portfolio
41,947
Q2 2025 Reduced 2.7%
$0
$16 Million 0.65% of portfolio
641,901
Q2 2025 Reduced 12.49%
$0
$15.7 Million 0.64% of portfolio
233,876
Q2 2025 Reduced 1.69%
$1.84B
$15.6 Million 0.64% of portfolio
112,693
Q2 2025 Reduced 3.28%
$0
$15.4 Million 0.63% of portfolio
659,187
Q2 2025 Added 2,787.25%
$0
$14.8 Million 0.6% of portfolio
273,448
Q2 2025 Reduced 15.72%
$0
$14.6 Million 0.6% of portfolio
280,140
Q2 2025 Added 1,516.13%
$0
$14.1 Million 0.58% of portfolio
333,026
Q2 2025 Reduced 3.08%
$0
$14.3 Million 0.58% of portfolio
51,460
Q2 2025 Reduced 28.59%
$144B
$13.9 Million 0.57% of portfolio
75,826
Q2 2025 Added 5.02%
$1.47T
$13.9 Million 0.57% of portfolio
78,536
Q2 2025 Added 22.51%
$0
$13.6 Million 0.56% of portfolio
259,141
Q2 2025 Reduced 10.42%
$0
$13.3 Million 0.54% of portfolio
568,763
Q2 2025 Added 0.32%
$0
$13.1 Million 0.54% of portfolio
297,891
Q2 2025 Reduced 49.13%
$718B
$12.9 Million 0.53% of portfolio
16,518
Q2 2025 Added 2.07%
$0
$11.7 Million 0.48% of portfolio
147,044
Q2 2025 Reduced 9.35%
$0
$11.7 Million 0.48% of portfolio
46,125
Q2 2025 Reduced 3.46%
$0
$11.8 Million 0.48% of portfolio
395,679
Q2 2025 Reduced 9.6%
$116B
$11.1 Million 0.46% of portfolio
36,497
Q2 2025 Added 0.96%
$0
$11.3 Million 0.46% of portfolio
219,449
Q2 2025 Added 94.17%
$0
$11.2 Million 0.46% of portfolio
572,383
Q2 2025 Added 886.63%
$0
$11 Million 0.45% of portfolio
245,987
Q2 2025 Reduced 58.86%
$1.25T
$11 Million 0.45% of portfolio
34,539
Q2 2025 Added 10.74%
$900B
$10.9 Million 0.45% of portfolio
37,634
Q2 2025 Added 11.4%
$0
$10.8 Million 0.44% of portfolio
189,659
Q2 2025 Added 29.19%

Summary

  • Portfolio
  • No. of Stocks 3,333
  • Current Value $2.44 Billion
  • Prior Value $2.12 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 468 stocks
  • Additional Purchases 1,520 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 812 stocks
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